HomeMy WebLinkAbout06-04-10BUREAU OF INDIVIDUAL TAXES
INIIEPIITANCE TAX DIVISION
PO 8WC 280601
F{ARRIS8UR6 PA 17128-0601
NOTICE OF INHERITANCE TAX
OWANCE OR DISALLOWANCE
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`A ~ ~, AND ASSESSMENT OF TAX
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JAN L BROWN
JAN L BROWN K ASSOC
845 SIR THOMAS CT STE
HBG PA 17109
pensylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 05-31-2010
ESTATE OF MCCARTHY JR CALVIN D
DATE OF DEATH 09-25-2007
FILE NUMBER 21 07-1044
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-30-2010
(See reverse side under Ob}ee~us)
Auount Reuitted ~-
MAKE CHECK PAYA$LE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONE THIS LINE ~- RETAIN LOWER PORTION FOR YOUR RECORDS
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REY-1547 EX ARP C12-09~ NOTICE QF INHERITANC'E TAX APPRAISEI~ENT, ALLOWANCE - - - - - - - - - - - - - - - - - -
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MCCARTHY JR CALVIN DFILE N0.:21 0?-1044 ACM: 101 DATE: 05-31-2010
T~#( RE~'URN WAS: C X ) ACCEPTED AS FILED. C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate CSchodulo A) (1) .0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest CSchadule C) C3) .00 submit the upper portion
of this fora with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 ~ tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchadule E) C5) 8,0 0 0.0 0
6. Jointly Owned Property (Schedule F) C6) .OD
7. Transfers CSchadule G) C7) .0 0
8. Total Assets Ce) 8, 000.00
APPROVED DEDUCTIONS AND EXEMPTIONSs
9. Funeral Expenses/Adw. Costs/Misc. Expenses (Schedule H) Cg) 8 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions C11) 800.00
12. Net Valu• of Tax Return C12) 7r20Q:00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchodulo J) C13) ~~ 0
14. Net Value of Estate Subject to Tax C14) 41,0:49.44
NOTE: If an assoss~snt was issued previously, lin®s 14, 15 and/or 16, 17 , 18 and 19 will
reflect figures that include the total of A_ returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Linesl/Class A rate C16) 9 1 .049 _ 44 x 045 ° 4, 097.. 22
17. Amount of Lino 14 at Sibling rate C17) - DD X 12 = . 00
18. Amount of Lino 14 taxable at Collateral/Class B rate C18) .0 0 X 1 5 = .0 0
19. Principal Tax Due C19)= 4, 097 .22
TAX CREDITSs
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
06-23-2008 C 009920 .00 4,000.00
06-02-2009 REFUND .00 226.78-
10-26-2009 CD011898 12.05- 349.02
TOTAL TAX PAYMENT 4,110.19
BALANCE Of TAX DUCE 12.97CR
INTEREST AND PEN.' .00
TOTAL DUE 12.97CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS~C~ `